AA
Ancora Advisors Portfolio holdings
AUM $4.45B
This Quarter Return
-0.43%
1 Year Return
+11.01%
3 Year Return
+34.8%
5 Year Return
+192.3%
10 Year Return
+311.03%
AUM
$4.45B
AUM Growth
-$17.8M (-0.4%)
Cap. Flow
+$124M
Cap. Flow % of AUM
2.78%
Top 10 Holdings %Top 10 Hldgs %
28.28%
Holding
1,978
New
115
Increased
448
Reduced
462
Closed
145
Top Buys
| 1 | $114M | |
| 2 | $91.3M | |
| 3 | $27.8M | |
| 4 | $13.8M | |
| 5 | $13.8M |
Top Sells
| 1 | $68.6M | |
| 2 | $27.9M | |
| 3 | $27.5M | |
| 4 | $25.3M | |
| 5 | $17.9M |
Sector Composition
| 1 | Industrials | 17.1% |
| 2 | Technology | 11.72% |
| 3 | Consumer Discretionary | 11.23% |
| 4 | Financials | 8.54% |
| 5 | Healthcare | 7.12% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4 | ﹤0.01% | 8,600 | – | – | |||
| $3 | ﹤0.01% | 1 -999 | -100% | -$3K | |||
| $3 | ﹤0.01% | +5,000 | New | +$3 | |||
| $2 | ﹤0.01% | 1 | – | – | |||
| $2 | ﹤0.01% | 1 -39,440 | -100% | -$78.9K | |||
| $1 | ﹤0.01% | 1 -1,145 | -100% | -$1.15K | |||
| $1 | ﹤0.01% | 3,000 | – | – | |||
| $1 | ﹤0.01% | 2,600 | – | – | |||
| $1 | ﹤0.01% | 12,698 | – | – | |||
| $1 | ﹤0.01% | 147 | – | – | |||
| $1 | ﹤0.01% | +1 | New | +$1 | |||
| – | – | -6,250 | Closed | -$44 | |||
| – | – | -580 | Closed | – | |||
| $0 | ﹤0.01% | 142 | – | – | |||
| $0 | ﹤0.01% | 1,000 | – | – | |||
| – | – | -194,330 | Closed | -$175K | |||
| – | – | -151 | Closed | -$5.39K | |||
| – | – | -2 | Closed | -$144 | |||
| – | – | -750 | Closed | -$18.3K | |||
| – | – | -79 | Closed | -$4.31K | |||
| – | – | -42 | Closed | -$1.22K | |||
| – | – | -1,500 | Closed | -$29.9K | |||
| – | – | -1 | Closed | -$179 | |||
| – | – | -31 | Closed | -$1.14K | |||
| – | – | -500 | Closed | -$18.8K |
